Change the World with Your Data

ROI Solutions

Environmental Protection

ROI Solutions
Environmental Protection
We searched for our next CRM after maintaining several systems to manage each affiliate organization. The consolidation and transition have transformed our ability to work with our data, and it has radically improved our reporting and the efficiency of our operations across the whole organization. The ROI team has also remained integral to ensuring the integration across our offline and online systems function smoothly.​

Joanne Wilson

Vice President, Advancement Operations

Humane Society of the United States

ROI Solutions | The Humane Society
Our transition from our legacy system to ROI Solutions was relatively seamless. The ROI Solutions team prepared a solid conversion plan and worked closely with WEDU to ensure a smooth transition and migration to the new system. We have reevaluated outdated business processes and developed a philanthropic business model that will lead to increased revenue and expanded opportunities.

Claire O’Connor

Senior Vice President of Development

WEDU

ROI Solutions | WEDU
We’ve had several changes with our direct marketing agencies over the last few years. Throughout those transitions, ROI Solutions has been the constant. We can always rely on them to provide exceptional service and data quality as our direct response strategy evolves. They helped us onboard our new agencies and understand our data and programs. We can always count on our team at ROI.

Lisa Wettstaedt

Former Sr. Director, Integrated Marketing

Muscular Dystrophy Association

ROI Solutions | Muscular Dystrophy Association
One of the reasons I love working at ROI Solutions is that we’re at an exciting stage in the company’s development, where we are refining our processes, tools, and technology to keep pace with the growth and needs of our client base. I like the challenge of streamlining and operationalizing how our teams work together to make our work as efficient and foolproof as possible. Meanwhile, ROI’s growth is measured to ensure we retain our strong connections and commitments to each other and our clients. Our primary focus is on supporting the vital work of our nonprofit clients, not growing our bottom line.

Marie Colbert

Technical Services Manager, Professional Services

ROI Solutions

ROI Solutions
One of the main reasons we are happy with our partner relationship with ROI Solutions is that they’re very responsive in listening to our suggestions. I have a highly innovative team, and having a partner that meets them with that innovation is critical for us, our organization’s success, and, ultimately, our mission.

Steve Kehrli

Vice President of Development

People for the Ethical Treatment of Animals

ROI Solutions | PETA
ROI Solutions invests time, talent, and effort into its systems. Everyone at ROI Solutions is focused on improving Revolution CRM and your use of it.

Mary Murtala

Senior Director of Development Operations

National Parks Conservation Association

ROI Solutions | National Parks Conservation Association
In any transition to a new system, there can be some trepidation about disruptions to the deadlines of a complex direct-response program. Despite a shortened timeline in the enterprise-wide implementation of Revolution CRM, the whole process was smooth and seamless, and we didn’t miss a single drop date. We are proud to report that we hit our direct marketing goals within the first year of our move to ROI Solutions. ROI is a great partner who understands our program, works tirelessly to support our work, and is genuinely fun to work with!

Geoff Garcia

AVP, Information Technology

March of Dimes

ROI Solutions | March of Dimes
Once the dialogue begins, it doesn’t end. Anytime you need to understand something better, think through what the process might look like and what’s coming up next. ROI Solutions is always there for you.

Mary Murtala

Senior Director of Development Operations

National Parks Conservation Association

ROI Solutions | National Parks Conservation Association
We have a true partnership with ROI Solutions. During onboarding, our team at ROI dove into our program and asked the right questions to better understand our direct response strategy and goals. They get the big picture and understand the intricacies of our data to assist us in getting the right message to the right audience at the right time. We have been impressed with their responsiveness and willingness to pivot quickly with changes to our program. ROI is at the table when we implement new strategies and always look for ways to streamline our process.

Shira Mitchell

Vice President, Donor Development

Special Olympics International

ROI Solutions | Special Olympics
I am not in Revolution CRM every day, but I head there frequently for important financial reports. It’s easy and quick. With our previous CRM solution, many simple things were difficult. It was an arduous process, but with Revolution CRM, it’s easy to navigate and access what I need.

Curt Chadbourne

Director of Member Services

Maine Public

ROI Solutions | Maine Public
I like that the ROI Solutions team is willing to dive into, think through, and help solve a problem. It’s not really just the product. It’s the team.

Greg Herr

Membership Services

The Public Interest Network

ROI Solutions | the public interest network
The real test of any system is the ability to get data out of the system to provide users across the organization with the right information to answer the specific use case. I love the ability to create my own reports and schedule them as I need them. I am also able to schedule reports for Finance on a monthly basis, as well as create weekly and daily reports that are distributed to my supervisor and teammates.

Dana Hickman

Director, Marketing Operations

Defenders of Wildlife

ROI Solutions | Defenders of Wildlife
I have been in the High Touch experience daily since it became available. The system is clean and intuitive and streamlines the moves management process, which has helped us significantly clean up our major gift data and manage the end-to-end process better. You can see on one screen precisely what is happening in your portfolio. What is due and whether it’s a solicitation, an email, or a follow-up phone call. To be able to have that in one snapshot has been tremendous. The system helps us think, and I appreciate how the system will nudge you along. It also helps on the management side. It helps me to understand my team’s outreach to donors, their portfolio, and their workload. It helps me ensure our donors are appropriately stewarded. It has helped us organize a massive amount of information. We’re better able to target and segment our donors.

LaShanda Jackson

Former Vice President of Development

Common Cause

ROI Solutions | Common Cause
I have been a part of several implementations, and converting to Revolution CRM was by far the best and most collaborative implementation project I have experienced. Throughout the process, the communication was clear, and we worked together to achieve our goals.

Michele Murphy

Vice President, Member Generosity & Audience Intelligence

KQED

ROI Solutions | KQED
One of our biggest concerns is the amount of data that we have and the data flowing at us from all angles from different applications. ROI Solutions has been beneficial in identifying what matters and what doesn’t, cutting out the background noise, and focusing on what’s important within our data.

Steve Kehrli

Senior Vice President of Development

People for the Ethical Treatment of Animals (PETA)

ROI Solutions | PETA
We had two teams, two CRMs, countless different procedures, and a challenging road ahead. Our ROI implementation team made us feel comfortable and confident from day one. They thoughtfully guided us through the entire process offering guidance through suggested best practices and allowing us to forge our own path. They were thorough and kept us on track, and we could launch even a few days ahead of our projected timeline!

Brynn Carris

Director of Membership and Development Operations

Vermont Public

ROI Solutions | Vermont Public
Asking donors at the right time to become part of a recurring giving program is vital to our success, but response rates are tiny in the mail. We need the insights a machine learning model can give us to optimize the resources we have to invest in these efforts. The plan is to take the typical huge invite audience and look to mail the top 50% which should get us 90% of the responders, per the model back testing.

Emily Courville

Senior Director, Analytics

Humane Society of the United States

ROI Solutions | The Humane Society
We came to ROI Solutions in a sorry state because we couldn’t trust our data. Our processes were convoluted, and communication with our members was frequently confused and affected. We had few automated processes. For example, the lifeblood of many public media organizations is its sustaining membership. But recapturing declined transactions was highly manual.  With Revolution CRM and Engaging Networks, we’ve automated processing and communication around declined sustainer transactions. After putting these processes in place, we recaptured more than $80,000 in just the first few months. For us, that’s a staff position — a journalist in the community telling stories that matter.  It’s not just numbers in a spreadsheet.

Brendan Foley

Senior Director, Growth Strategy

Connecticut Public

ROI Solutions | Connecticut Public
ROI Solutions has consistently demonstrated its commitment to our cause throughout the course of our relationship. They provide financial support and actively participate in our events, including our National Dinner. Their team’s enthusiasm and dedication are unmatched. I remember one year, when Cyndi Lauper sang ‘Girls Just Want to Have Fun’ at our Dinner, Gina and I were dancing, screaming at the top of our lungs. It was a testament to the fun and supportive environment that ROI Solutions fosters. And no one knows how to have fun like Gina!

Susan Paine

Vice President, Analytics & Strategy

Human Rights Campaign

ROI Solutions | Human Rights Campaign
In a previous position, the organization I worked for went through a database conversion, which didn’t go as well as we had planned.  So, when I interviewed at Special Olympics, I was told one of the first things we’d be working on was a database conversion.  I was still feeling wounded from my previous experience but was ready to help tackle this project.   As we went through our selection process, I learned that many on our ROI Solutions team had prior experience with Special Olympics and historical knowledge that I didn’t have coming in; I knew we were in good hands.  It was a seamless process, and the ROI Solutions team restored my faith in how a database conversion can go.

Monica Muten

Vice President, Direct Response Marketing

Special Olympics

ROI Solutions | Special Olympics
The longevity of our relationship with ROI Solutions is a testament to their understanding of our business. Unlike other vendors, we don’t have to repeatedly explain our business case and the logic behind our decisions. The ROI Solutions team is well-versed in our business and our use of their system, demonstrating their deep knowledge of our database and processes.

Geoff Garcia

AVP, Information Technology

March of Dimes

ROI Solutions | March of Dimes
ROI gets to know its clients very intimately. They understand the organization’s dynamics, changing times, and technology and remain one step ahead. I think that’s what separates them from their competitors in the space.

Dane Grams

Membership Director

Human Rights Campaign

ROI Solutions | Human Rights Campaign
Who is ROI Solutions? A true partner. They have made our success their business. Whether a complex direct mail appeal or needs to organize volunteer information better, the ROI team will provide innovative ideas and deliver solid solutions. We have an outstanding service provider in ROI.

Michelle Grames

Director of CRM Systems

American Lung Association

ROI Solutions | American Lung Association
I make no secret of the fact that ROI Solutions is the first technology partner I’ve worked with that I actually love. I’m a master of bad analogies, but our migration from Salesforce to Revolution CRM was like a bungee cord jump. The ROI Solutions team was the cord. If you’re going to jump off a bridge, you want to have complete trust that the cord will hold. It dawned on me late in the project, after going live, that there wasn’t a single point where I doubted the safety of the cord. This brought a profound sense of relief and peace of mind.

Brendan Foley

Senior Director, Growth Strategy

Connecticut Public

ROI Solutions | Connecticut Public
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